Author Archives: Steve Kamman

I’ve been mulling over Cisco’s $415m buy of flash storage company Whiptail.  The goal seems to be integrating flash storage of “hot” (frequently accessed) into Cisco’s UCS server.  This could be a great idea or a stupid one.  I worry … Continue reading →

FYI – I am on the road the next 2 weeks so postings will be somewhat irregular. Predictions are tough, especially about the future.  But, I am starting to think the Fed meeting Sept 17-18  will either be: A Non-Event: … Continue reading →

Just what you needed, another comment on Apple’s phone launch!  But it does look like another sign that Apple is losing it. The low-end phone launch isn’t the issue.  It was a necessary move (although it makes clear that Apple has … Continue reading →

This is market commentary, not politics.  The debt ceiling game of chicken could get seriously out of control a whole lot closer to the cliff than most seem to think.  With Obama driving it to the brink.   The consensus on … Continue reading →

There are win-win M&A transactions – but not many.  Usually the seller gets the gains and the buyer gets the remorse.  So what is Vodafone’s exit from Verizon Wireless telling us?. The US Wireless market is going to get tougher.  Vodafone … Continue reading →

The local news-site pinpoints the cause of “Progressive Hipster Self-Parody Syndrome.”  It isn’t their fault!  Their critical facilities are just dulling from all that lead exposure! http://www.berkeleyside.com/2013/09/06/high-levels-of-lead-is-an-issue-for-backyard-chickens-soil/

Australia’s NBN (National Broadband Network) has been one of the most interesting (and promising) approaches to the legacy infrastructure problem plaguing telcos worldwide.   In a nutshell, the NBN project took over incumbent Telstra’s copper last mile network and was/is … Continue reading →

Many thanks to a highly valued reader and friend for the suggestion.  Any or all such constructive feedback is DEEPLY appreciated.

Obama continued interest in nominating Larry Summers to Fed Chairman is doubly worrying.  I think Summers is a bad choice.  But it also points to Obama’s isolation and (persistently) flawed managerial skillset.  Two things seem clear about Larry Summers.  We’ve … Continue reading →

Sometime in August, inflation-adjusted US Treasury yields actually went positive from the 5 years bond out.  Feels like a positive sign, but still gnawing at the puts and takes.  Seemed worth mentioning regardless. The one unquestioned piece of bad news … Continue reading →